+33.3%
NXPI vs PSX
+93.2%
-59.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.0% |
| 7D | +9.4% | +6.4% | +2.9% | +8.8% |
| 30D | +18.1% | -10.2% | +28.3% | +18.5% |
| 3M | +15.0% | +17.2% | -2.1% | +12.5% |
| 6M | -8.4% | +51.8% | -60.2% | -13.6% |
| YTD | +24.8% | +108.0% | -83.2% | +11.9% |
| 1Y | +33.3% | +96.1% | -62.8% | +21.5% |
| All | +33.3% | +93.2% | -59.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling